See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,793 | $159,602-20.6% | $150,045-15.5% | $142,382-10.9% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.3%-6.1pp | 80.1%-3.9pp |
| Annual return | 16.75% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $7,206 | $4,961+45.3% | $4,693+53.6% | $4,299+67.6% |
| Participant deferral / active EE | $3,041 | $8,310-63.4% | $7,997-62.0% | $6,507-53.3% |
| Admin fee / account holder | $40,920 | $14,846+175.6% | $13,435+204.6% | $12,624+224.1% |